- New Purchases: TMUS, LITE, QCOM, BABA, VMW, MPC, SMPL, JPM, BMY, DT, ESTC, FOLD, FRG, TWLO, PCG, PLUG, CNHI, MXL, COHR, GOOG, SWKS, W, RNG, API, WDAY, TLND, DELL, LH, Z, ALTG, JAZZ, AZN, SPLK, AMAT, CNC, NOK, ZBH, HOLX, VIVO, ZUO, CUL1, EXPE, MXIM, MYOV, SNY, BSX, JNPR, INTU, BMRN, FLXN, UBER, TYL, EGHT, CNR, SYNH, QRVO, BPMC, TPTX, IEA, GMAB, AGLE, FATE, VST, APTO, FLDM, GNMK, ERIC, CSTM, WTRH,
- Added Positions: MSFT, ABBV, CVA, EVA, VSLR, PYPL, ADI, AMZN, MBII, CWEN.A, AERI, EHC, PWFL, AMRS, ALDX, ADMA, ABEO, SEEL,
- Reduced Positions: XBI, FTAI, STAA, RUN, FND, BHVN, JE, UPLD, IPHI, AXNX, VRTX, ATVI, ITI, NOW, MRK, BAX, ATNM, VTNR, GSM, APEN,
- Sold Out: ZEN, BIDU, NOVA, BX, CHDN, LHCG, PLAN, SPT, AME, GE, TRMB, AMD, GNRC, AMBA, TBT, MCK, IBB, OKTA, TTWO, AMGN, MLM, ZS, DAR, SUM, MWA, ENPH, NXPI, AQUA, AZRE, XLV, SNE, THS, QURE, SPKE, VCEL, CRON, BNED, OCX, GNLN, ATHX, AGRX,
For the details of ARDSLEY ADVISORY PARTNERS's stock buys and sells, go to https://www.gurufocus.com/guru/ardsley+advisory+partners/current-portfolio/portfolio
These are the top 5 holdings of ARDSLEY ADVISORY PARTNERS- SunOpta Inc (STKL) - 12,105,155 shares, 12.10% of the total portfolio.
- Microsoft Corp (MSFT) - 131,050 shares, 5.67% of the total portfolio. Shares added by 509.53%
- AbbVie Inc (ABBV) - 230,500 shares, 4.81% of the total portfolio. Shares added by 158.99%
- Enviva Partners LP (EVA) - 628,940 shares, 4.71% of the total portfolio. Shares added by 28.56%
- Biohaven Pharmaceutical Holding Co Ltd (BHVN) - 301,900 shares, 4.70% of the total portfolio. Shares reduced by 18.68%
Ardsley Advisory Partners initiated holding in T-Mobile US Inc. The purchase prices were between $81.98 and $110.19, with an estimated average price of $95.53. The stock is now traded at around $115.40. The impact to a portfolio due to this purchase was 3.98%. The holding were 179,510 shares as of .
New Purchase: Lumentum Holdings Inc (LITE)Ardsley Advisory Partners initiated holding in Lumentum Holdings Inc. The purchase prices were between $66.86 and $84.41, with an estimated average price of $76.15. The stock is now traded at around $84.28. The impact to a portfolio due to this purchase was 2.61%. The holding were 150,800 shares as of .
New Purchase: Qualcomm Inc (QCOM)Ardsley Advisory Partners initiated holding in Qualcomm Inc. The purchase prices were between $65.23 and $91.37, with an estimated average price of $79.85. The stock is now traded at around $110.66. The impact to a portfolio due to this purchase was 2.44%. The holding were 126,000 shares as of .
New Purchase: Alibaba Group Holding Ltd (BABA)Ardsley Advisory Partners initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $187.11 and $228.75, with an estimated average price of $207.72. The stock is now traded at around $257.97. The impact to a portfolio due to this purchase was 1.61%. The holding were 35,000 shares as of .
New Purchase: VMware Inc (VMW)Ardsley Advisory Partners initiated holding in VMware Inc. The purchase prices were between $116 and $156.27, with an estimated average price of $137.04. The stock is now traded at around $138.92. The impact to a portfolio due to this purchase was 1.5%. The holding were 45,400 shares as of .
New Purchase: Marathon Petroleum Corp (MPC)Ardsley Advisory Partners initiated holding in Marathon Petroleum Corp. The purchase prices were between $20.06 and $42.21, with an estimated average price of $31.96. The stock is now traded at around $35.62. The impact to a portfolio due to this purchase was 1.21%. The holding were 151,700 shares as of .
Added: Microsoft Corp (MSFT)Ardsley Advisory Partners added to a holding in Microsoft Corp by 509.53%. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $214.58. The impact to a portfolio due to this purchase was 4.74%. The holding were 131,050 shares as of .
Added: AbbVie Inc (ABBV)Ardsley Advisory Partners added to a holding in AbbVie Inc by 158.99%. The purchase prices were between $73.37 and $98.18, with an estimated average price of $87.8. The stock is now traded at around $95.20. The impact to a portfolio due to this purchase was 2.95%. The holding were 230,500 shares as of .
Added: Covanta Holding Corp (CVA)Ardsley Advisory Partners added to a holding in Covanta Holding Corp by 497.27%. The purchase prices were between $6.81 and $10.84, with an estimated average price of $8.55. The stock is now traded at around $9.30. The impact to a portfolio due to this purchase was 1.67%. The holding were 985,500 shares as of .
Added: Enviva Partners LP (EVA)Ardsley Advisory Partners added to a holding in Enviva Partners LP by 28.56%. The purchase prices were between $26.45 and $36.04, with an estimated average price of $33.08. The stock is now traded at around $41.27. The impact to a portfolio due to this purchase was 1.05%. The holding were 628,940 shares as of .
Added: Vivint Solar Inc (VSLR)Ardsley Advisory Partners added to a holding in Vivint Solar Inc by 98.90%. The purchase prices were between $4 and $10.17, with an estimated average price of $7.12. The stock is now traded at around $25.21. The impact to a portfolio due to this purchase was 0.63%. The holding were 598,500 shares as of .
Added: PayPal Holdings Inc (PYPL)Ardsley Advisory Partners added to a holding in PayPal Holdings Inc by 207.69%. The purchase prices were between $91.38 and $174.23, with an estimated average price of $137.26. The stock is now traded at around $198.18. The impact to a portfolio due to this purchase was 0.5%. The holding were 20,000 shares as of .
Sold Out: Zendesk Inc (ZEN)Ardsley Advisory Partners sold out a holding in Zendesk Inc. The sale prices were between $57.84 and $88.75, with an estimated average price of $76.73.
Sold Out: Baidu Inc (BIDU)Ardsley Advisory Partners sold out a holding in Baidu Inc. The sale prices were between $94.76 and $123.73, with an estimated average price of $106.71.
Sold Out: Sunnova Energy International Inc (NOVA)Ardsley Advisory Partners sold out a holding in Sunnova Energy International Inc. The sale prices were between $9.06 and $19.83, with an estimated average price of $14.06.
Sold Out: Blackstone Group Inc (BX)Ardsley Advisory Partners sold out a holding in Blackstone Group Inc. The sale prices were between $40.8 and $59.45, with an estimated average price of $52.49.
Sold Out: Churchill Downs Inc (CHDN)Ardsley Advisory Partners sold out a holding in Churchill Downs Inc. The sale prices were between $80.45 and $153, with an estimated average price of $113.71.
Sold Out: LHC Group Inc (LHCG)Ardsley Advisory Partners sold out a holding in LHC Group Inc. The sale prices were between $121.01 and $174.32, with an estimated average price of $146.86.
Reduced: SPDR SERIES TRUST (XBI)Ardsley Advisory Partners reduced to a holding in SPDR SERIES TRUST by 94.89%. The sale prices were between $73.26 and $114.17, with an estimated average price of $98.05. The stock is now traded at around $112.85. The impact to a portfolio due to this sale was -2.74%. Ardsley Advisory Partners still held 4,850 shares as of .
Reduced: Fortress Transportation and Infrastructure Investo (FTAI)Ardsley Advisory Partners reduced to a holding in Fortress Transportation and Infrastructure Investo by 36.64%. The sale prices were between $6.44 and $14.42, with an estimated average price of $10.67. The stock is now traded at around $16.75. The impact to a portfolio due to this sale was -2.65%. Ardsley Advisory Partners still held 1,420,814 shares as of .
Reduced: Staar Surgical Co (STAA)Ardsley Advisory Partners reduced to a holding in Staar Surgical Co by 72.73%. The sale prices were between $29.15 and $61.54, with an estimated average price of $40.57. The stock is now traded at around $48.06. The impact to a portfolio due to this sale was -2.54%. Ardsley Advisory Partners still held 75,000 shares as of .
Reduced: Sunrun Inc (RUN)Ardsley Advisory Partners reduced to a holding in Sunrun Inc by 45.95%. The sale prices were between $8.85 and $20.1, with an estimated average price of $15.18. The stock is now traded at around $46.00. The impact to a portfolio due to this sale was -1.69%. Ardsley Advisory Partners still held 500,000 shares as of .
Reduced: Floor & Decor Holdings Inc (FND)Ardsley Advisory Partners reduced to a holding in Floor & Decor Holdings Inc by 33.33%. The sale prices were between $27.04 and $58.31, with an estimated average price of $45.33. The stock is now traded at around $71.03. The impact to a portfolio due to this sale was -1.26%. Ardsley Advisory Partners still held 200,000 shares as of .
Reduced: Just Energy Group Inc (JE)Ardsley Advisory Partners reduced to a holding in Just Energy Group Inc by 62.3%. The sale prices were between $0.39 and $0.9, with an estimated average price of $0.49. The stock is now traded at around $0.29. The impact to a portfolio due to this sale was -0.89%. Ardsley Advisory Partners still held 2,631,735 shares as of .
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